Elevate your career as an Investment Advisor with ScotiaMcLeod in Toronto, Ontario. This role combines client management, investment advice, and compliance adherence in a supportive workplace. As an Investment Advisor at ScotiaMcLeod, you will ensure seamless client transitions to the National Branch. You’ll provide investment advice tailored to client objectives, managing existing relationships while promoting ScotiaMcLeod’s services.

Your role emphasizes compliance and integrity, enhancing both your career and your clients' wealth. Key Responsibilities:

- Complete client documentation transfers efficiently
- Adhere to investment advice protocols for client objectives
- Manage and promote ScotiaMcLeod products and services
- Stay updated with regulatory rules and trading activities
- Share knowledge to aid team development Requirements:
- Registered Representative (RR) approval with CIRO
- Excellent communication and client service skills
- Strong time management and organizational abilities
- Understanding of compliance regulations
- Proficiency in ScotiaMcLeod systems is a plus Drive client success and grow your career in investment advisory at ScotiaMcLeod, where collaboration and integrity matter.

📌 Investment Advisor at ScotiaMcLeod (Toronto)
🏢 Scotia Wealth Management
📍 Toronto